CPAacademy.org | YEAR-END TAX PLANNING: HOW TO HANDLE TAX UPDATES

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Year-End Tax Planning: How to Handle Tax Updates

SPECIAL REBROADCAST SESSION

Taxes

YEAR-END TAX PLANNING: HOW TO HANDLE TAX UPDATES

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Taxes (Federal Tax)

CE Credits 1.0 hour

Course Id# - HURS9-T-01361-23-O

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent

Series: Enrolled Agents, Taxes

Course Description

Based on Checkpoint's year-end tax planning guide, this webinar will highlight year-end tax planning advice and guidance on the changes implemented in the past year—specifically from the pandemic.

Checkpoint’s guide provides advice for individuals as well as businesses and includes practice aids and additional general guidance. Join Michael Sonnenblick and Deborah Petro as they clarify many year-end tax updates and revisit changes that have occurred in 2022 to best prepare your firm for 2023.

Learning Objectives:

Recall changes that occurred in 2022 that will impact taxes

Recognize advice from experts on how to navigate these changes and updates, specifically those related to the pandemic

Michael Sonnenblick

Thomson Reuters
Senior Editor/Author, Tax & Accounting

(800) 968-8900

Michael Sonnenblick, J.D., LL.M., currently serves as a Senior Editor and Author in Thomson Reuters’s Tax & Accounting business. In addition to writing for TR’s Federal Tax Update, Michael is frequently quoted in the press. Michael holds a J.D. degree from Boston University School of Law and an LL.M. in Taxation from New York University Law School. A member of the New York Bar, he has over 20 years of tax experience, including service with a major Wall Street bank and international law firms. In addition, he has represented clients before the IRS. Michael’s specialties include individual taxation, US tax compliance for foreign taxpayers, and retirement planning.

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Presentation Slides

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About Our Presenter

Thomson Reuters® provides the profession’s most integrated, comprehensive tax and accounting software, research, training, and more. With proven brands like CS Professional Suite®, Onvio®, and Checkpoint®, you get the intelligence, technology, and human expertise you need no matter where you’re doing business. For more information, visit tax.tr.com.